LeanData’s integration with Salesloft allows a user to route prospects to the right reps.
Slack has transformed business communication– it’s the platform where work can happen.
Expertly target and engage high-value accounts when they’re ready to buy.
LeanData’s integration with Outreach allows a user to route prospects to the right reps.
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As a native Salesforce solution, LeanData is subject to any validation or duplicate prevention rules you have in Salesforce. Here is a way that you can exclude specific Users.
Some organizations use Salesloft cadences to manage sales engagement. Learn how you can incorporate LeanData's Salesloft Integration to automate follow up based on campaign activity.
When merging duplicates in LeanData sometimes you only want certain fields overwritten. Here is a way that you can selectively choose which fields you want to be overwritten on a merged record.
When using LeanData Router, you can begin your process on one object, then continue it on a different object. You just need to know how to identify the other object record and properly trigger it for routing purposes.
Keeping Round Robin pools up to date with the latest members does not have to rely on someone remembering which Users to add.
Maxio builds and automates GTM plays in LeanData that are not only good for the business, but also create the best digital experience for the customer.
As Remote migrated from Hubspot to Salesforce, Molly Young knew that LeanData would be critical to execute their evolving go-to-market strategies.
Sometimes you need to use different matches for different purposes. LeanData's Object Variables will allow you to store different matches in different Variables and reference them whenever you need.
Everbridge was experiencing multiple inefficiencies in their lead management process. They recognized the importance of one platform that could support the company’s complex needs and implemented LeanData.
Expedient not only needed a more efficient system to handle buyer signals and incoming leads but also a solution that would integrate platforms within their tech stack. LeanData now serves as the quarterback to the whole process.
Do you ever need to update a different record than the one you are routing, such as a Matched Account, or a Related Activity? We walk through how you can do so using LeanData's Update Record Node.
Help your business build a single and connected Revenue Operations ecosystem with LeanData.
